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IAM Advisory’s State Street SPDR S&P Capital Markets ETF KCE Stock Holding History

IAM Advisory’s Portfolio KCE Stock Details KCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,684
Closed -$232K – 102
2024
Q4 		$232K Buy
+1,684
New +$233K 0.06% 96

Other funds holding KCE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.05B AUM 26.61% 1-Year Est. Return

IAM Advisory's KCE Position: Q1 2025 in Review

IAM Advisory sold out of State Street SPDR S&P Capital Markets ETF (KCE) in Q1 2025, closing a stake of 1,684 shares — an estimated $232K sold.

IAM Advisory first reported a position in KCE in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 124 funds tracked by Wall St. Rank hold KCE as of Q1 2025.

  • IAM Advisory reported no remaining State Street SPDR S&P Capital Markets ETF position as of Q1 2025 after selling out during the quarter.
  • IAM Advisory sold 1,684 State Street SPDR S&P Capital Markets ETF shares in Q1 2025, an estimated $232K.
  • IAM Advisory first reported a position in State Street SPDR S&P Capital Markets ETF in Q4 2024 and held it in 1 quarter.
  • IAM Advisory's State Street SPDR S&P Capital Markets ETF position peaked at $232K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P Capital Markets ETF as of Q1 2025.

Based on IAM Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.